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Sally is a certified financial planner with more than 20 years experience assisting all levels of clients on a wide range of financial, wealth and tax planning matters. Having worked in Toronto and Nova Scotia during the course of her career; she has… Read more »
Area serviced: Wolfville, NS

I am a CPA, CA with many years of experience in tax planning and in the preparation of tax returns for deceased individuals, estates and trusts.  I enjoy helping individuals, whether it's someone who needs assistance developing an… Read more »
Area serviced: Grafton, ON; Port Hope, ON; Belleville, ON; Trenton, ON; Cobourg, ON; Oshawa, ON
An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 16 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication… Read more »
Area serviced: Hamilton, ON; Brantford, ON; Niagara, ON
Independent Financial Advisor since 1994.
Del is a Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON; Dundalk, ON
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several other… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their… Read more »
Area serviced: Kingston, ON
613 530 5006
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner… Read more »
Area serviced: Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port Moody, BC; White Rock, BC
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
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Area serviced: Edmonton, AB
I am a financial advisor who has the accreditation of PFA . I service both individuals and corporations on their investment/insurance needs. I work  for my clients to make sure we come up with a Retirement plan that will suite their needs in the present… Read more »
Area serviced: Enderby, BC; Vernon, BC
Wealth Advisor/Financial Planner since 2016 and an Insurance Broker since 2010. 

Wealth management combines both financial planning and specialized financial services, including insurance, risk management, retirement, tax, estate planning,… Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC; Saskatoon, SK
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK